The Yearly Returns section provides a high-level view of your portfolios’ annual performance, allowing for easy year-over-year comparisons.
The portfolios you wish to analyze are selected on the left, and the reporting timeframe is configured at the top.
The bar chart allows you to compare portfolio performance within specific years and quickly identify which portfolios outperformed or underperformed your expectations.
You can also include a benchmark, enabling you to see how your portfolio’s yearly returns compare to a specific market index or another benchmark of your choice.
When you hover over any bar in the chart, a tooltip appears displaying detailed information and exact percentage returns for that specific year.
Below the chart is the Portfolio Returns table. Each row displays the yearly return for each selected portfolio, the benchmark return for that year, and the relative performance comparison against that benchmark.
